Iron Workers' Mid America Pension Plan
Sponsored by Board Of Trustees Of Iw Mid America Pension Plan · EIN 366488227 · Plan #001
- Total assets
- $999M
- Net assets
- $998M
- Active participants
- 3,480
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $270,746 |
| Fiducient Advisors Llc | Consulting (general), Direct payment from the plan | $236,551 |
| The Segal Company (Midwest), Inc. | Actuarial, Direct payment from the plan | $207,375 |
| P. Flasch | Plan administrator, Direct payment from the plan, Non-monetary compensation | $149,005 |
| Legacy Professionals Llp | Accounting, Recordkeeping, Direct payment from the plan | $142,830 |
| Baum Sigman Auerbach & Neuman, Ltd | Legal, Direct payment from the plan | $131,602 |
| Bridgeway Benefit Technologies, Llc | Other services, Direct payment from the plan | $125,006 |
| Asb Capital Management, Llc | Investment management, Investment management fees (direct) | $122,884 |
| L. Gillund | Employee (plan), Direct payment from the plan | $90,718 |
| Comerica | Custodial (other), Custodial (securities), Investment management | $83,782 |
| First Light Prism Feeder Fund Ltd | Investment management, Investment management fees (direct), Soft dollars commissions | $78,437 |
| J.P. Morgan Investment Management | Investment advisory (plan), Investment management, Investment management fees (direct) | $77,209 |
| S. Monahan | Employee (plan), Direct payment from the plan | $70,579 |
| E. Ferree | Employee (plan), Direct payment from the plan | $65,437 |
| K. Williamson | Employee (plan), Direct payment from the plan | $59,656 |
| R. Tripamer | Employee (plan), Direct payment from the plan | $48,783 |
| J. Faught | Employee (plan), Direct payment from the plan | $46,460 |
| J.P. Burke | Employee (plan), Direct payment from the plan | $46,096 |
| A. Herrndobler | Employee (plan), Direct payment from the plan | $46,030 |
| A. Reyes | Employee (plan), Direct payment from the plan | $45,131 |
| T. Johnson | Employee (plan), Direct payment from the plan | $45,040 |
| Amalgamated Bank Of Chicago | Float revenue, Account maintenance fees, Direct payment from the plan | $37,782 |
| Northern Trust Corporation | Investment management, Investment management fees (direct), Investment management fees (indirect) | $33,575 |
| A. Ambrose | Employee (plan), Direct payment from the plan | $32,036 |
| Premier Technology Solutions Inc. | Other services, Direct payment from the plan | $22,797 |
| Datamation Imaging Services | Other services, Direct payment from the plan | $5,061 |
| American Realty Advisors | Valuation, Direct payment from the plan | $5,000 |